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Meridian Financial Partners’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Meridian Financial Partners’s Portfolio SUSL Stock Details SUSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$226K Buy
+1,695
New +$217K 0.08% 110
2026
Q1 		– Sell
-1,669
Closed -$205K – 124
2025
Q4 		$205K Buy
+1,669
New +$199K 0.08% 115

Other funds holding SUSL

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
XFP
Xena Financial Planning Portland, Oregon $104M AUM
OWA
One Wealth Advisors San Francisco, California $906M AUM 23.79% 1-Year Est. Return
BFA
Bluestem Financial Advisors Champaign, Illinois $286M AUM 15.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Meridian Financial Partners's SUSL Position: Q2 2026 in Review

Meridian Financial Partners opened a new position in iShares ESG MSCI USA Leaders ETF (SUSL) in Q2 2026: 1,695 shares worth $226K. The stake represents 0.08% of the portfolio and ranks #110 among its holdings. This is a return to the name: Meridian Financial Partners previously reported a position in SUSL as recently as Q4 2025.

Meridian Financial Partners first reported a position in SUSL in Q4 2025 and has held it in 2 quarters since. 119 funds tracked by Wall St. Rank hold SUSL as of Q2 2026.

  • Meridian Financial Partners held 1,695 shares of iShares ESG MSCI USA Leaders ETF worth $226K as of Q2 2026.
  • iShares ESG MSCI USA Leaders ETF was a new Meridian Financial Partners position in Q2 2026.
  • iShares ESG MSCI USA Leaders ETF made up 0.08% of Meridian Financial Partners's portfolio in Q2 2026, its #110 holding.
  • Meridian Financial Partners first reported a position in iShares ESG MSCI USA Leaders ETF in Q4 2025 and has held it in 2 quarters since.
  • 119 funds tracked by Wall St. Rank held iShares ESG MSCI USA Leaders ETF as of Q2 2026.

Based on Meridian Financial Partners's 13F filing for Q2 2026, filed 24 Jul 2026.